Green Peaks Planning
@greenpeaksplanning.com
At Green Peaks Planning, our goal is to help you reach your financial peak.Are you ready for what the future holds? You won’t achieve your financial goals with investments alone. You need a custom, holistic plan specifically designed to meet your challenges and help ensure your financial life is operating at its peak.
Green Peaks Planning's Company Logos


Green Peaks Planning's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#1CC49C
Mountain Meadow
28, 196, 156
166, 75, 44
86, 0, 20, 23
#2A3D37
Outer Space
42, 61, 55
161, 18, 20
31, 0, 10, 76
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About Green Peaks Planning
Green Peaks Planning is dedicated to empowering individuals and families to achieve peak financial readiness through comprehensive financial planning services. Founded by Bret Hoffman, a seasoned financial advisor with over 16 years of experience, the firm adopts a holistic approach to wealth management that goes beyond investment strategies. Green Peaks Planning focuses on integrating various aspects of a client's financial life, including tax-advantaged investment strategies, wealth management, and estate planning.
The firm's fiduciary commitment ensures clients receive unbiased advice tailored to their specific needs. Alongside Bret, financial advisors Marcus Ethen and Logan Hauschild contribute their expertise, offering personalized guidance that emphasizes clarity and confidence in financial decision-making. Each advisor brings a unique background and a strong emphasis on client relationships, recognizing that personal finance should be distinctly personal. Whether working with seasoned investors or those just starting their financial journey, Green Peaks Planning is here to provide the support and strategies necessary for long-term financial success.
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Finance
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